Investor Relations Manager

INVESTOR RELATIONS MANAGER

The Position

The Investor Relations Manager supports the organization's capitalization efforts by managing investor relationships, coordinating stewardship activities, maintaining investment records and reporting systems, and advancing efforts to attract and retain investors. This position serves as a key point of contact for individual and institutional investors and works closely with members of the Philanthropy, Finance, and Marketing & Communications teams to ensure a positive investor experience as evidenced by seamless onboarding and high renewal rates.

As a member of the Philanthropy team, the Investor Relations Manager manages an assigned portfolio of investor relationships and helps coordinate engagement activities across the organization. The successful candidate will be comfortable discussing investment opportunities, supporting other philanthropic giving conversations, and helping ensure that investor communications and reporting are accurate, timely, and meaningful.

Reports to:        Vice President, Investor & Donor Relations                                                     

FLSA status:      Non-Exempt

Salary range:    $65,000 - $82,000, depending on experience

Major Responsibilities/Accountabilities

The Investor Relations Manager’s work is organized into three core areas:

1.    Investor Development & Stewardship (relationship building and new investment growth)

• Develop and strengthen relationships with current and prospective investors to attract new investments and increase investment renewals.
• Own the onboarding process for new investors, ensuring a positive and seamless experience.
• Conduct investor meetings, presentations, and outreach efforts, maintain knowledge of organizational programs to connect investors with impact opportunities.
• Collaborate with members of the Philanthropy Team to develop individualized engagement strategies for major investors and donors.
• Serve as an ambassador for the Community Loan Fund in the community.
• Support high-value engagement opportunities as needed.

2.    Investment Operations & Administration (renewals, documentation, databases, compliance)

• Work with other members of the Philanthorpy and Finance teams to ensure accurate processing of investment documents, interest payments, and investor transactions including renewals and repayments.
• Maintain a high degree of data integrity of investor and investment records in the Communnity Loan Fund’s CRM, and optimize systems and procedures for utilizing that data to improve efficiency and the investor experience.
• Ensure compliance with organizational policies and regulatory requirements.
• Monitor investor activity and portfolio information.

3.    Reporting & Organizational Collaboration (reporting, analysis, events, internal coordination)

• Coordinate monthly, quarterly, and annual reporting related to the Investments program.
• Provide updates and due diligence requests for investors as needed.
• Provide investment updates and portfolio analysis to leadership and internal teams.
• Support fundraising and philanthropic initiatives across departments.
• Participate in organizational planning and team meetings.
• Assist with investor and donor events.
• Track goals, outcomes, and engagement activities to support strategic decision-making.
• Perform other duties as assigned.

Education and Experience

• Bachelor’s Degree or equivalent
• Five to seven years of sales, fundraising, financial services, investor relations, or resource development experience

Qualifications and Characteristics

• Experience working with high-net-worth individuals, institutional investors, donors, or financial professionals
• Understanding of financial services products, investment practices, or community development finance is preferred
• Demonstrated experience with customer relations management (CRM) strategies and systems; Salesforce expereince preferred
• Knowledge of research, prospect identification, cultivation, solicitation, stewardship, and relationship-management practices
• Demonstrated success working in a collaborative, team-oriented environment
• Strong proficiency with Microsoft 365 applications including Word, Excel, Outlook, Teams, and OneNote and virtual commnications platforms like Zoom
• Excellent interpersonal, verbal, and written communication skills
• Strong listening, critical-thinking, and analytical skills, with the ability to interpret data and contracts
• Highly organized and able to manage multiple priorities in a fast-paced environment
• Self-motivated with exceptional attention to detail and a proactive approach to problem-solving
• Ability to quickly learn and apply complex concepts and information
• Comfortable working within a growing organization committed to a growth mindset and continuous improvement
• Ability to build trust and cultivate meaningful relationships with investors, donors, community partners, and colleagues
• Ability to effectively represent the Community Loan Fund through public speaking, presentations, networking, and community engagement activities

Physical Demands

The physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is regularly required to sit, talk, and hear. The employee is regularly required to stand, walk, use hand to finger, handle, and reach with hands and arms above shoulder height, stoop, kneel, and crouch. Specific vision abilities required in this job include the ability to adjust focus between near and far.

• Ability to answer telephones and use standard office equipment (copier, fax, etc.)
• Ability to read, write, and understand and speak English clearly
• Ability to use a computer for Community Loan Fund business
• Ability to lift at least five pounds

Work Environment

Location: Hybrid (required days in Concord, NH office on Tuesday and Wednesday)

We are a team of creative thinkers and problem solvers. We love creating new opportunities and solutions for our neighbors to succeed. The work environment characteristics described here are representative of those employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee will be in an environment with a noise level that is usually moderate.

About New Hampshire Community Loan Fund

We believe in a Neighbors-Investing-in-Neighbors philosophy. Since 1983, we have provided people and communities with loans, coaching, and guidance that enables them to become economically secure.

From helping people purchase manufactured homes, to strengthening small businesses and nonprofits, and supporting entire towns as they work to secure financing, our services support the security and growth of people and communities. We focus on four areas of community development finance:

• Affordable Homeownership
• Small Businesses & Nonprofits
• Small Towns & Municipalities
• Energy Efficiency Solutions

To Apply

If the description above is a good fit for your skills, abilities, and interests, we would love to hear from you! Please email us a resume with a cover letter to careers@communityloanfund.org with subject line of “Investor Relations Manager”.

New Hampshire Community Loan Fund adheres to policies, procedures, and regulatory guidelines, including fair lending and ethical behavior. We are an Equal Opportunity Employer.

No phone calls, please.

Equal Opportunity Employer